How to Migrate from ServiceM8 to Tradify
ServiceM8 to Tradify migration guide for Australian tradies. Client data transfer, SWMS templates, job history, and Xero/MYOB reconnection steps.
What Transfers & What Doesn’t
Not everything moves across automatically. Use this table to plan your migration scope.
| Data Type | Auto Transfer? | Notes |
|---|---|---|
| Client Database | Yes | Export ServiceM8 clients as CSV — import to Tradify contacts |
| Job History | No | Historical jobs don't transfer — export as PDF records from ServiceM8 |
| Quotes & Invoices | No | Outstanding quotes can be manually recreated — invoices stay in ServiceM8 |
| Job Templates | No | Recreate standard job templates and checklists in Tradify |
| SWMS & Safety Forms | No | Recreate SWMS templates in Tradify — ServiceM8 forms are proprietary format |
| Photos & Attachments | No | Download job photos from ServiceM8 — re-upload to Tradify as needed |
| Staff & Scheduling | No | Re-add team members and recreate recurring schedules |
| Accounting Integration | No | Disconnect ServiceM8 from Xero/MYOB, connect Tradify — remap revenue accounts |
Step-by-Step Migration Guide
Step 1
Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.
Step 2
Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.
Step 3
Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.
Step 4
Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.
Step 5
Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.
Step 6
Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.
Step 7
Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.
Step 8
Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.
Pre-Migration Checklist
- Reconcile all bank accounts up to the conversion date
- Lodge all outstanding BAS and IAS returns
- Finalise and lodge STP report for the current pay period
- Export key reports (P&L, Balance Sheet, Trial Balance) as PDFs
- Back up your data to an external drive and cloud storage
- Notify your BAS agent or bookkeeper about the planned switch date